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Interactive Brokers
IBKR

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 24 → 30 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586 → 709 (+123)

2.49% more ownership

Funds ownership: 341.27% → 343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$249M
2
Bank of America
Bank of America
North Carolina
+$188M
3
BlackRock
BlackRock
New York
+$128M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$86.5M
5
FFM
Fullerton Fund Management
Singapore
+$65.8M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$258M
2
OAG
Orbis Allan Gray
Bermuda
-$205M
3
Marshall Wace
Marshall Wace
United Kingdom
-$148M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$139M
5
ABI
Abrams Bison Investments
Maryland
-$56.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
451
Joel Isaacson & Co
New York
$424K +$505 +12 +0.1%
FCBT
452
First Citizens Bank & Trust
North Carolina
$422K +$64.5K +1,532 +19%
Los Angeles Capital Management
453
Los Angeles Capital Management
California
$421K -$111K -2,640 -22%
LCM
454
Landscape Capital Management
New Jersey
$417K +$40.6K +964 +11%
BCWM
455
Bartlett & Co Wealth Management
Ohio
$417K – – –
TWM
456
Thrive Wealth Management
Pennsylvania
$393K -$16.3K -388 -4%
IA
457
IFP Advisors
Florida
$390K -$32.3K -768 -8%
PFG
458
Putney Financial Group
California
$390K +$372K +8,828 New
UFF
459
USA Financial Formulas
Michigan
$389K +$371K +8,804 New
ACH
460
ArrowMark Colorado Holdings
Colorado
$389K – – –
LAM
461
Lifestyle Asset Management
Texas
$387K -$54.1K -1,284 -13%
CIA
462
Concurrent Investment Advisors
Florida
$386K -$24.6K -584 -6%
Focus Partners Wealth
463
Focus Partners Wealth
Massachusetts
$385K +$367K +8,724 New
PCM
464
Park Capital Management
Wisconsin
$385K +$367K +8,708 New
CA
465
Clearstead Advisors
Ohio
$384K -$2.86K -68 -0.8%
EC
466
EntryPoint Capital
New York
$384K -$148K -3,508 -29%
PAS
467
Park Avenue Securities
New York
$379K +$114K +2,704 +46%
FHA
468
Flagship Harbor Advisors
Massachusetts
$374K +$28.6K +680 +9%
WHC
469
Wulff, Hansen & Co
California
$371K +$102K +2,420 +40%
RWM
470
Revisor Wealth Management
Ohio
$370K -$388K -9,212 -53%
WEG
471
World Equity Group
Illinois
$366K +$349K +8,288 New
Lido Advisors
472
Lido Advisors
California
$356K +$69.4K +1,648 +26%
SI
473
Stephens Inc
Arkansas
$355K -$10.1K -240 -3%
PA
474
Pinnacle Associates
New York
$347K +$330K +7,848 New
1WA
475
180 Wealth Advisors
Washington
$345K -$6.74K -160 -2%
17 18
19
20 21

IBKR Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2024, worth a combined $16.9B — up 31% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBKR positions and 38 closed out — a net gain of 130 holders — while 229 added to existing stakes and 238 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $249M. The largest seller was Egerton Capital (UK), cutting an estimated $258M.

  • 709 institutional investors held Interactive Brokers (IBKR) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $16.9B of Interactive Brokers stock for Q4 2024, up 31% quarter-over-quarter.
  • 168 funds opened new Interactive Brokers positions in Q4 2024 and 38 closed out, a net change of +130 holders.
  • The largest Interactive Brokers buyer in Q4 2024 was Wellington Management Group, an estimated $249M added.
  • The largest Interactive Brokers seller in Q4 2024 was Egerton Capital (UK), an estimated $258M sold.

Based on aggregated 13F filings for Q4 2024.